Features

Easy to use, efficient and accurate. Pandle has all the tools you need to manage the finances of your business.

Banking

Sync your bank accounts with Pandle to automatically import your transactions. Then, simply categorise each transaction to effortlessly keep your accounts up to date.

Bank Feeds Pro

Automatically pull transactions from your bank account before quickly categorising them in Pandle.

PayPal Feeds Pro

Automatically pull transactions from your PayPal account before quickly categorising in Pandle.

Stripe Feeds

Automatically pull transactions from your Stripe account before quickly categorising in Pandle.

Bank Imports

Save time and reduce errors by importing your bank transactions into Pandle using our CSV templates

Custom Imports

Upload any kind of statement straight into your Pandle account using our flexible custom imports.

Bank Rules

Creating a Bank Rule will enable you to automatically categorise and assign tax codes to transactions which match the rule you created.

Invoicing & Quotations

Improve the speed of your invoicing process with our range of features. Managing your money more efficiently will mean you never miss a payment again.

Invoices

Pandle’s range of invoicing features includes; invoice creation, manual invoicing, bulk invoice emailing, invoice payment reminders, plus the ability to create recurring invoices.

Quotations

When you’re creating quotes you can easily mark them as accepted, declined or convert them into an invoice to save you from duplicating your work.

Pandle Pay

Our partnership with Stripe means your customers can pay you directly through a ‘Pay Now’ button on your invoices. Once done, the invoice is automatically marked as paid.

Payment Reminders

Automate the process of chasing up your unpaid invoices. Get paid quicker and improve your cash flow whilst reducing the time you spend chasing payments.

Customers

Managing your customers has never been easier; quickly import them, set credit limits, create customer groups, send out customer statements and track who owes you money.

Suppliers

From intuitive invoice entry to setting payment terms and splitting invoices Pandle has all the tools you need to accurately manage your suppliers.

Accounting Tools

Pandle offers a range of additional accounting tools to make your bookkeeping as quick and easy as possible. We’re continually working on creating new tools, so many more will be coming soon!

Projects Pro

Pandle Projects enables users to access financial reporting specifically for each project they undertake.

Receipt Uploads Pro

Snap photos of your receipts and assign them to transactions, helping you become a paperless business.

Recurring Transactions

Regularly invoice customers the same amount each month? Pandle will automate this process for you.

Notes

Stay organised by attaching notes to your transactions, bank accounts, customers, suppliers, categories and invoices.

Bulk Editing

Pandle is the only accounting software that lets you edit transactions in bulk. If you make any serious errors, correcting them is a breeze!

Multiple Currencies

Trade in other currencies? No problem. Pandle will handle the conversions for you, meaning no more exchange rate issues.

Transaction Locking

Quickly and easily lock transactions up to a chosen date to avoid entering transactions for a previous period.

Reporting

With our range of reporting tools you will always know where your business stands financially. Allowing you to make more informed business decisions.

Reports

Keeping an eye on how well your business is doing is the difference between success and failure. Pandle’s reports show you exactly where your business stands financially.

Data Exports

We understand that you might need to extract figures to Excel to analyse in further detail. That’s why Pandle lets you export any figure with just one simple click.

Cash Flow Forecasting Pro

Our cash flow forecasting report allows users to set future cash flow goals and view trends in your cash flow, leading to better, more informed business decisions.

Sales Tax Management

Pandle is able to quickly produce a variety of sales tax reports, leaving you more time spend doing what you love – running your business.

Sales Tax

Pandle is able to quickly produce a variety of sales tax reports. Pandle can run sales tax reports for your business, all you need to do is choose between an invoice or cash-based scheme.

Users

We understand that more than one person may need to access your bookkeeping. With Pandle you can easily add new users to your account.

Unlimited Users Pro

Does your accountant or bookkeeper need access to your bookkeeping? Add their email to your user list to give them instant simultaneous access.

User Permissions Pro

Select the functions your staff can access, meaning they only see the financial information relevant to their role.

Message Centre Pro

Now you can communicate with all the users of your account without ever having to leave Pandle.

Support

At Pandle we like to go above and beyond with our level of customer service. So no matter what support you need we endeavour to provide you with friendly and informative support.

Help Centre

Struggling with aspects of your bookkeeping? Our Help Centre includes tutorial guides, videos and a handy FAQ section so you can easily find the answer you need.

Help Transferring

Confused about moving from another system? Our advisors will help with your opening balances and importing of your customers and suppliers.

Live Chat

We offer free live chat support within Pandle itself so you can quickly resolve any bookkeeping issues which you may encounter.

Mobile

Do you like to run your business on the go? Send customer invoices and manage your banking on the go using Pandle’s intuitive mobile app.

Android Mobile App

We have now released Pandle Mobile to the Play Store so you can do your bookkeeping on the go!

Apple Mobile App

We have now released Pandle Mobile to the App Store so you can do your bookkeeping on the go!

Data

Worried about what will happen to your data if you ever decide to leave? Well you shouldn’t be! You can access your data for up to six years if you ever leave Pandle.

Free Data Access for Six Years

Switching accounting software can be painful task, many providers will deny you access to your data after you leave, but not Pandle. If you ever decide to leave you will be able to access your data for up to six years. Although, we doubt you will ever want to leave once you’ve given Pandle a try!

Security

All communication with our servers is done via a secure HTTP connection (128-bit SSL), the same technology used by your bank to encrypt communications with their website.

Secure Encrypted Data

All communication with our servers is done via a secure HTTP connection (128-bit SSL), the same technology used by your bank to encrypt communications with their website – so you can be safe in the knowledge your data is secure.

Bank Feeds

We use the biggest third-party banking data provider on this planet, which means your details are as secure as possible. We don’t store or hold any details such as bank account numbers or login details on our own servers, so there’s minimal
likelihood of a security breach.

Daily Backups

Automated and encrypted backups of all data stored on our servers occur regularly. These backups are then sent to secure servers using Google Cloud, so you don’t have to worry about losing all your hard work.

Application

Our application maintains extremely detailed audit logs of who has accessed our systems and servers, which we proactively monitor to identify and stop any would-be intruder.

Development

Pandle is developed by a government-endorsed, Cyber Essentials accredited company with strict controls and measures for how information security is handled by our development team.

2019

Coming soon…

Stock Control

5th September 2019

Sent Invoice Status

3rd September 2019

Projects in Pandle Mobile

Pro

1st August 2019

Custom Import Improvements

Pro

27th June 2019

Bank Transfer Rules

Pro

18th June 2019

Invoice Write-Offs

28th May 2019

Reports in Pandle Mobile

Pro

19th March 2019

Editing in Pandle Mobile

7th February 2019

Running balances

22nd January 2019

Suppliers in Pandle Mobile

16th January 2019

Pandle Global launched

3rd January 2019

Dashboard customisation

2018

18th December 2018

Default tax codes

22nd November 2018

Message Centre attachments

Pro

13th November 2018

Bank Rules

9th November 2018

Receipt Uploads in Pandle Mobile

Pro

12th October 2018

Transaction links

5th September 2018

New mobile app

23rd August 2018

Live chat support

16th August 2018

Overpayments

6th August 2018

Message Centre

Pro

20th July 2018

Reduced rate VAT code

1st July 2018

Direct costs

14th June 2018

Pension contributions

15th May 2018

General ledger report

14th April 2018

Google Cloud migration

17th March 2018

Pandle API

23rd February 2018

Receipt Uploads

Pro

19th February 2018

Pandle Notes

9th February 2018

Customer grouping

15th January 2018

Receipt uploads

Pro

4th January 2018

PIN Login

2017

12th December 2017

Bank feeds

Pro

28th November 2017

Dashboard analytics (Partners)

17th November 2017

PDF exports

15th November 2017

PayPal feeds

Pro

26th October 2017

New customers & quotations

21st October 2017

Email statuses

28th September 2017

Customer statement templates

Pro

24th September 2017

Mobile app released

21st September 2017

VAT return submissions

19th September 2017

Google cloud migration

15th September 2017

Recurring customer invoices

7th September 2017

Pandle Pay

Pro

21st August 2017

Transaction exports

4th August 2017

Split customer invoices

19th July 2017

Stripe integration

Pro

2nd July 2017

Split supplier invoices

19th June 2017

Pandle Projects

Pro

8th June 2017

Speed update

1st June 2017

Copying invoices

28th May 2017

User permissions

Pro

19th May 2017

Invoice imports

17th May 2017

Tools menu added

29th April 2017

Customer credit limits

25th April 2017

Split transactions

12th April 2017

Bank feed notifications

22nd March 2017

Cash flow forecasting

Pro

14th March 2017

Dividend availability and vouchers

8th March 2017

Quick links menu added

26th February 2017

Customer statements

17th February 2017

Cash flow reports

9th February 2017

Pandle help centre

31st January 2017

Bank feeds refresh function

Pro

23rd January 2017

Recurring adjustments

2016

14th November 2016

Bank feeds

Pro

29th October 2016

Invoice updates and templates

Pro

3rd October 2016

Brandle

1st October 2016

Partner accounts

9th September 2016

Personalised invoice references

21st July 2016

Re-designed user interface

9th June 2016

Companies house validations

22nd May 2016

VAT return exports

13th March 2016

Excel exports

27th February 2016

Quotations

21st February 2016

EU VAT invoicing

14th February 2016

Receivable and payables reports

1st February 2016

Director’s loan accounts

18th January 2016

Categories menu added

2015

10th December 2015

User settings

2nd December 2015

Multiple users

25th November 2015

Currency conversions

28th September 2015

Bank imports

1st July 2015

Pandle was born!